Investment Q&A

Q: Canadian BT global growth fund is up 11% this year, rose 15% last year, and has beaten the S&P/TSX Composite on an annualized basis since inception in 2006.
What are your thoughts on this fund? How has it performed so well?
E.g. Versus the 5i managed portfolios down by 10+% last year, how did it manage to rise +15% last year?

Q: Might there be a preference of one of these two companies for long term growth?

Q: Hi guys,
Your thoughts on Forex trading?
thanks,
Jim

Q: I would like to set up an simple and safe American portfolio that does not deliver any dividends (no tax consequences). Berkshire Hathaway comes to mind as a diversified holding. Are there any others that you could suggest?

Q: Greetings. Any recommendations on what stock would be a good replacement for Apple in a well diversified TFSA growth portfolio?

Thanks

Q: Lindsay Corporation was mentioned recently on BNN as a past top pick and still worth purchasing. Could you provide a brief summary of fundamentals, insider ownership and any recommendation you may have on the growth possibilities of this company. Thank you.

Q: Hi 5i Team - My holding in TSGI is a little bit high so I am considering selling a partial position and moving it into another gaming stock in order to diversify in this space. First of all is it worth holding on to at least some (maybe half) of my TSGI and secondly could you provide your top picks in the gaming area with a brief explanation for each. Thank you.

Q: Hi 5i Team - Could you comment on The Score's balance sheet, insider ownership, and potential for growth. Thanks.

Q: Do you see any appreciation in the value of TOU, as a result of 40 billion Shell project, in the four/five year period.

Q: Hello 5i!! What would your top two or three companies in the industrial space in Canada and the US?
Thank you
Dave

Q: I was impressed by the technology of this entity and bought in about a year ago. It's been basically flat since. Did I make a mistake (again)?

Q: Good Div,, Low Beta, Your thoughts on risk and longer term holding of this stock in my Income Portfolio ? Thx

Q: I understand rate reset preferreds have dropped in market price due to the expectations of possible lower interest payouts when they reset; but can you explain to me why Prefs with a minimum reset are so affected? BIP Preferred Series 9 pay a nominal 5% and have a minimum reset of 5% (though the reset could possibly be higher if rates rise) yet the market value has dropped from $25 to just over $21. If purchased today the buyer can collect dividends equating to 5.9% and still enjoy at least this rate after they reset, or collect $25 per unit if they are called. So why are they down so much? Am I missing something?

Q: Can I get your thoughts on XLY, performance over the last 10 years seems almost too good to be true, can it continue?

Q: What do you think of Birchcliff's latest results and outlook? Do you think it is a good buy around this price range ($3.60), or is there another you would strongly prefer to BIR? Thanks.

Q: Currently I hold about $100,000 of each of these holdings. I am interested in improving the annual income stream to 5% plus with the possibility of capital appreciation. Also I have another $100,000 in cash to utilize as well. I look forward to your sound suggestions of companies that I should look at.
Thank you very much.

Q: Last week or so the co. sold $1.3 billion of non core assets. Has this materially improved the balance sheet to warrant buying this stock at recent prices? H.

Q: Hi 5i,

A portfolio construction question. I've selected a mix of XTR (36%), XSB (7%), CDZ (17%), XAW (19%), and then a mix of laddered GIC options (17%) and a small cash holding (4%). This is for a family member's portfolio, retired, needing income, security, and modest growth (in that order).

This ends with an allocation of approx. 55% equities and 45% fixed income/cash, and 69% Canada, 22% USA, and 9% Global.

This mix also generates distributions/dividends almost dead on 4%/year, so following the 4% withdrawal rule more or less allows for not needing to sell anything to cover cash flow needs.

Wondering if you could comment on the ETF selections and overall structure with the understanding of course that its always a highly personal decision. More just want to know if you have better ETF or security selections for this scenario...

Thank you so much!
Ryan

Q: Hi 5I,

Could you please rate the following bond ETFs.
VAB, ZAG, XBB.
I'm thinking about XBB because I can trade it for free on my itrade account.

Thanks.
Steve

Q: hi,
thanks as always for your advice, it's been a tremendous help. I need to add another full position in my non-registered "buy and hold long term DRIP holdings". I am debating between AQN, EIF,H, & SPB. Not considering sector holdings, what order would you put these in to purchase first to last.
thanks
michele